ISHARES TR's ticker is SLQD and the CUSIP is 46434V100. A total of 226 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $545,000 | -7.0% | 11,242 | -5.3% | 0.15% | +58.1% |
| Q1 2022 | $586,000 | -10.9% | 11,870 | -6.8% | 0.09% | -23.8% |
| Q3 2021 | $658,000 | -17.6% | 12,740 | -17.4% | 0.12% | -24.2% |
| Q2 2021 | $799,000 | +0.1% | 15,421 | +0.1% | 0.16% | -28.8% |
| Q1 2021 | $798,000 | -24.5% | 15,402 | -23.9% | 0.23% | -33.7% |
| Q4 2020 | $1,057,000 | -84.1% | 20,251 | -84.1% | 0.34% | -87.6% |
| Q3 2020 | $6,658,000 | – | 127,739 | – | 2.75% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Advocacy Wealth Management Services, LLC | 2,170,462 | $104,171,334 | 11.59% |
| Pensionmark Financial Group, LLC | 752,903 | $36,135,595 | 7.16% |
| Probity Advisors, Inc. | 594,531 | $28,534,524 | 6.58% |
| Wiser Wealth Management, Inc | 292,044 | $14,016,645 | 5.70% |
| INTEGRAL INVESTMENT ADVISORS, INC. | 132,897 | $6,378,402 | 4.46% |
| GREENUP STREET WEALTH MANAGEMENT LLC | 248,563 | $11,929,789 | 3.90% |
| River Wealth Advisors LLC | 354,876 | $17,032,260 | 3.05% |
| Global Wealth Management Investment Advisory, Inc. | 223,687 | $10,735,857 | 3.01% |
| Coombe, Bender & Co LLC | 75,947 | $3,645,077 | 2.74% |
| DecisionPoint Financial, LLC | 103,399 | $4,962,636 | 2.60% |